Barlow Wealth Advisory Group

Financial Planning & Tax Office

Financial Planning & Tax Office offers bookkeeping services and income tax preparation (for personal and business use), IRS tax issue resolution, payroll services, monthly and quarterly reporting of business profit and loss/balance sheets, sales and use tax reporting, unemployment tax report filing, notary services, loan assistance, and ITIN application assistance. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Boelman Shaw Tax & Financial Planning

Boelman Shaw Tax & Financial Planning is a firm that focuses on tax and financial planning. Our mission is to help our clients optimize their investment strategies in order to maximize their after-tax income while still allowing them to maintain their wealth. We have taken the extra step to ensure the security of your information by implementing state-of-the-art technology and data security processes with the help of third-party experts. The Client Portal allows you to securely share confidential information with us as well as access your return whenever needed.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

4D Tax & Financial Planning

4D Tax & Financial Planning is a professional fee-based financial planning service that helps people manage their resources to reach their goals. We use tax returns as the starting point to create a comprehensive financial plan that will help our clients achieve a secure financial future. Our team of experienced professionals understand that small differences and steps can have a big impact over time, so we strive to make sure our clients are making informed decisions. With our services, you can be confident that you're taking the right steps towards a more secure life. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

Pinnacle Tax Services

Pinnacle Tax Services provides top-notch financial advice to both individuals and businesses in Southern California. Our expertise ranges from basic tax compliance and accounting services to more advanced services such as strategic financial planning and tax debt resolution. We are one of the few firms in Greater Los Angeles that specializes in addressing unique tax issues pertaining to the marijuana industry, cannabis businesses, and microcap public companies. Our commitment to excellence is what sets us apart from the competition. All of our staff members are tax professionals with experience and integrity, so you can trust that you will get the highest quality service and attention. With our knowledge, experience, and team approach, we guarantee our clients will receive reliable, affordable services. We provide a wide variety of services, including tax planning, preparation, and compliance; foreign tax planning and compliance for multinational taxpayers; small business accounting services; bookkeeping; payroll services; state and local tax planning and compliance; multistate sales tax compliance; M&A tax compliance and strategic planning; and forensic audits.

Baker Certified Public Accountants, LLC

Individual and Business Tax and Accounting Services cater to clients of all types. From helping individuals with their tax returns to providing guidance to business owners, these services can make the complex process of managing taxes and finances much easier. For individuals, a tax and accounting service can provide assistance with filing taxes, answering any questions that may arise from tax audits, and providing advice on suggested strategies that may benefit the individual. They can also help with estate planning, help identify deductions, and work towards tax minimization. Business owners also stand to benefit from these services. Accountants are able to offer guidance on setting up bookkeeping systems, managing payroll for employees, and helping businesses understand their finances. They also offer services such as cashflow management, business consulting, and creating financial plans. Overall, tax and accounting services offer many solutions for both individuals and businesses. With the assistance of an accountant, people can free up time to focus on what they do best while leaving the financial details to the experts.

Lighthouse Financial Services

At Lighthouse Financial Services, we are dedicated to helping our clients achieve their financial goals and dreams. Our team of experts are committed to providing transparent and ethical solutions tailored to each individual. We take pride in being a FEE-ONLY firm, meaning we do not receive commissions or back-end benefits for any recommended services or products. Our commitment to integrity and respect is what makes us stand out from the crowd. From investment management and financial planning to tax services, our team of professionals is there to help you every step of the way. With our knowledge and expertise, you can rest assured that when you work with Lighthouse Financial Services, your success is our priority.

ProsperLink Tax Group

At ProsperLink Tax Group, we are committed to providing high-quality financial planning and tax services to help our clients manage risk, improve performance, and ensure the growth and longevity of their wealth. Our team of experienced professionals offers personal financial planning, tax preparation, tax planning, and tax problem resolution services. We strive to provide our clients with one-on-one guidance and comprehensive financial plans to reduce their tax liability, maximize their after-tax income, and help them resolve any issues with the IRS. We are known for being efficient, affordable, and discreet when dealing with these sensitive matters.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.